CUSO Financial Services, L.P.
at Vermont Federal Credit Union
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Kyle is a Financial Advisor who specializes in helping clients manage the financial dynamics associated with preserving, growing, and transferring wealth to the next generation. He thrives in environments where relationships can be leveraged and opportunities to create new partnerships within the community can be developed.
Kyle holds FINRA Series 7 and 66 licenses and is securities licensed in Vermont, Florida and Virginia. He is also licensed for life insurance in Vermont.
Kyle is a graduate of University of South Carolina and resides in South Burlington, Vermont with his wife and son. He currently serves on the Board of Directors for Special Olympics Vermont as well as serving as the President for the South Burlington Rotary Club.